Practice Management – Consolidation in the Accounting Industry – Insights of a Mentor – The Three Pillars of Growth – Team Structure – Ideal Team Structure – Marketing – How To Buy a Parcel of Fees – More About Buying Parcels of Fees – How To Find and Retain Great Staff – Why the Partnership Model Doesn’t Work – Pricing
Chris Evans is a Professor of Taxation at UNSW, an Extraordinary Professor at University of Pretoria as well as an International Research Fellow at Oxford and Exeter Universities. A former editor of Australian Tax Review and author of various tax publications, Chris has served on a number of governmental and professional body committees in Australia and overseas.
Andrew Henshaw is a tax lawyer and partner at Velocity Legal.
ATO Disputes – Div 7A Listener Questions – Div 7A Reform – Insights of a Tax Lawyer – Div 7A UPE – Shareholder Loan Write Off – The 2019 Harding Case – Small Business CGT Concessions for Big Business – Small Business CGT Concession Case Studies – SMSF Buys Property Jointly – Related Party LRBA – Tax Effective Structuring – AirBnB Triggers CGT – Main Residence Exemption Upon Divorce or Death – Main Residence Exemption for Foreign Residents – Cash Boost – Cash Flow Boost – Jobkeeper Payments – Jobkeeper Rules – Jobkeeper Rulings – COVID-19 Restructuring – Jobkeeper Changes – Jobkeeper 2.1 – The Eichmann Case – Eichmann Decision – The Budget – In Connection With Your Retirement
Liam Shorte is a principal of Verante Financial Planning in Castle Hill and Windsor as well as an SMSF Specialist Advisor™ and Financial Planner. Appointed to the Board of the SMSF Association in September 2018, Liam provides strategic advice on super, retirement and estate planning as well as investment and tax strategies. Liam is the author of the popular blog, The SMSF Coach.
Emily is the Legal & Client Services Director for Acis, Australia’s largest provider of business and investment structures and restructures for accounting firms. She leads Acis’ inhouse legal team whose role is to mitigate the risks faced by non-lawyers in the preparation of legal documents.
Seth Hertz is a Tax Director with Expat US Tax in Sydney and has worked in US and Australian tax since 1999. A former enrolled agent with the IRS, Seth is an expert when it comes to navigating the differences and fine nuances between US and Australian tax.
Rani Gandha is a Partner at Turnbull Hill Lawyers in Newcastle, leading its property and business team with a focus on asset protection and structuring as well as large commercial or property transactions. In addition, Rani assists clients with the set up and administration of wills and estates.
With over 30 years of experience, Alistair Marshall is the principal of Professional Services Business Development in Sydney. With a corporate business development background and responsibility for budgets in excess of A$100m, Alistair helps you attract new clients and win more business.
Clint Harding leads the taxation practice at Arnold Bloch Leibler in Sydney focusing on corporate and international tax. Corporate Tax Adviser of the Year for 2018, Clint is a regular author and presenter as well as committee member at The Tax Institute and Law Council of Australia.
Melissa Donnelly is the face and head of Affinity Communications. A marketing expert by trade, she is a communications and content strategist with more than 25 years of experience..
Aaron Walters is a Hearing Officer for Trade Marks at IP Australia, appointed in November 2017. Before commencing as a Hearing Officer, Aaron spent 5 years working as a Trade Marks Examiner and Coach for trainee examiners. Aaron’s background in law and career at IP Australia has seen him acquire a detailed understanding of trade mark matters relating to examination and disputes.
Chris Hooper is the CEO of Accodex, a progressive network of accountants. A popular public speaker at Pecha Kucha, AIESEC, TEDx, GoldenKey and XeroCon, Chris has won the Achievement Award in the Young Business Leaders Program for 2013 and was ranked one of the top 30 Managers under 30 in 2015, going on to win state manager of the year.
Adrian Bailey is a Principal of Cleary Hoare in Sydney and Perth. A Chartered Tax Adviser with a Master of Taxation, Adrian has worked in various committees and working groups of The Tax Institute and Board of Taxation. Adrian particularly enjoys optimising a client’s structure for business, estate and succession planning purposes.
Tim Hoopmann is the principal of Spinn Business Solutions in Sydney. With a passion for helping small business use technology as a key enabler to increase productivity and decrease costs, he advises small business on business planning, cloud technology, sales, marketing and operations management. Tim is also a volunteer speaker for beyondblue.